PS Stockbook

Exporting contact list to excel


How do I exporting a Stockbook contact list to Excel?

Detailed Description

Step 1

Click on the Contacts toolbar icon


  • The list presents basic details of every contact in your database.
    • A green background means that you have selected the contact.
    • You may select contacts in a contiguous group by clicking on the first contact in the group, holding down the Shift key and then clicking on the last contact in the group.
    • Individual contacts may be selected or deselected by holding down the Ctrl key and clicking on the contact.
    • Click on the Select All button, to select all contacts. 

Step 2

  • Click on Mail Merge button at the bottom of the page.

Step 3

  • Click Yes to the following message: (Note: You will need to remember or make a note of the location that the file is being saved to.)


  • Click OK to the Information message: 'Done.'
  • You can now open in Excel.

Step 4

  • Open your Microsoft Excel program.
  • Click on the Data tab.
  • Double click on From Text.


  • Select the Mail Merge file created earlier
  • Click on the Import button.
  • In the Text Import Wizard - Step 1 of 3 window:
    • Click on the Delimited radio dial to select.
    • Click on the Next button.


  • In the Text Import Wizard - Step 2 of 3 window:
    • Tick the Comma Delimiters option check box.
    • Select " as the Text qualifier from the drop down list.
    • Click Next button.


  • In the Text Import Wizard - Step 3 of 3 window:
  • General is the default Column data format.
  • Click on the Finish button.


  • Select where you want to put the data (e.g. Exisiting worksheet, if Excel is opened on empty worksheet.)
  • Click on the OK button.


  • Your Excel worksheet should look similar to the following:

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